GivingForecast Sql Script

To install this script, copy all of the code below. Create a new Python document in Special Content using the name GivingForecast. Then paste the code into editor and save.

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--roles=Finance

declare @FundId int = 180

declare @TagMembers varchar(50) = 'GivingForecast-Members'
declare @TagNonMembers varchar(50) = 'GivingForecast-ActiveNonMembers'

;with Members as (
	select tp.PeopleId, p.FamilyId
	from dbo.TagPerson tp
	join dbo.Tag t on t.Id = tp.Id
	join dbo.People p on p.PeopleId = tp.PeopleId
	where t.Name = @TagMembers
	and t.TypeId = 101 -- QueryTag
),
NonMembers as (
	select tp.PeopleId, p.FamilyId
	from dbo.TagPerson tp
	join dbo.Tag t on t.Id = tp.Id
	join dbo.People p on p.PeopleId = tp.PeopleId
	where t.Name = @TagNonMembers
	and t.TypeId = 101 -- QueryTag
),
Both as (
	select PeopleId, FamilyId, 'Member' MemberStatus
	from Members
	union
	select PeopleId, FamilyId, 'NonMember'
	from NonMembers
),
FamilyCounts as (
	select 
		MemberStatus = 'Member',
		FamilyCnt = count(distinct FamilyId)
	from Members

	union all

	select 
		MemberStatus = 'NonMember',
		FamilyCnt = count(distinct FamilyId)
	from NonMembers
),
RecurTable as(
    select PeopleId
    from dbo.RecurringAmounts
    where (FundID = @FundId or @FundId is null)
    and Amt > 0
),
RecurringCounts as (
	select 
		MemberStatus = 'Member',
		RecurringCnt = count(distinct FamilyId)
	from Members m
	where exists(select null from RecurTable where PeopleId =  m.PeopleId)

	union all

	select 
		MemberStatus = 'NonMember',
		RecurringCnt = count(distinct FamilyId)
	from NonMembers n
	where exists(select null from RecurTable where PeopleId =  n.PeopleId)
),
RecurringAmts as (
	select 
		RecurringType = 'Monthly',
		b.MemberStatus,
		MonthlyAmt = isnull(sum(Amt),0)
	from dbo.RecurringAmounts a
	join dbo.ManagedGiving mg on a.peopleid = mg.peopleid
	join Both b on b.PeopleId = mg.PeopleId
	where (a.fundid = @FundId or @FundId is null)
	and SemiEvery='E' and EveryN=1 and Period='M'
	group by b.MemberStatus

	union all

	select 
		RecurringType = 'Weekly',
		b.MemberStatus,
		MonthlyAmt = 4.345 * isnull(sum(Amt),0)
	from dbo.RecurringAmounts a
	join dbo.ManagedGiving mg on a.peopleid = mg.peopleid
	join Both b on b.PeopleId = mg.PeopleId
	where (a.fundid = @FundId or @FundId is null)
	and SemiEvery='E' and EveryN=1 and Period='W'
	group by b.MemberStatus

	union all

	select 
		RecurringType = 'BiWeeky',
		b.MemberStatus,
		MonthlyAmt = 2.18 * isnull(sum(Amt),0)
	from dbo.RecurringAmounts a
	join dbo.ManagedGiving mg on a.peopleid = mg.peopleid
	join Both b on b.PeopleId = mg.PeopleId
	where (a.fundid = @FundId or @FundId is null)
	and SemiEvery='E' and EveryN=2 and Period='W'
	group by b.MemberStatus

	union all

	select 
		RecurringType = 'SemiMonthly',
		b.MemberStatus,
		MonthlyAmt = 2 * isnull(sum(Amt),0)
	from dbo.RecurringAmounts a
	join dbo.ManagedGiving mg on a.peopleid = mg.peopleid
	join Both b on b.PeopleId = mg.PeopleId
	where (a.fundid = @FundId or @FundId is null)
	and SemiEvery='S'
	group by b.MemberStatus
),
Totals as (
	select 
		MemberStatus, 
		MonthlyAmt = sum(MonthlyAmt)
	from RecurringAmts
	group by MemberStatus
)
select
  RowType = isnull(t.MemberStatus, 'Combined'),
  FamilyCnt = sum(FamilyCnt),
  RecurringCnt = sum(RecurringCnt),
  MonthlyAmt = sum(MonthlyAmt)
from Totals t
join FamilyCounts c on c.MemberStatus = t.MemberStatus
join RecurringCounts r on r.MemberStatus = t.MemberStatus
group by rollup(t.MemberStatus)

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